Cadent Capital Advisors, LLC

Cadent Capital Advisors, LLC (CRD# 169704) is a financial advisory firm headquartered in Tulsa, OK. They manage $282,403,185 in 344 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    282
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $820,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, LA, MO, OK, TX

Financial Advisors at Cadent Capital Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David M. Foley
CRD#: 2835190
4525 East 91st Street, Tulsa, OK 74137
96
Wealthminder
score

David Foley (CRD# 2835190) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 21 years of experience in the finance industry. David Foley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Philip A. Mooberry
CRD#: 4451496
4525 East 91st Street, Tulsa, OK 74137
93
Wealthminder
score

Philip Mooberry (CRD# 4451496) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 16 years of experience in the finance industry.

3
Melinda J. Perry
CRD#: 4626468
4525 East 91st Street, Tulsa, OK 74137
93
Wealthminder
score

Melinda Perry (CRD# 4626468) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 13 years of experience in the finance industry.

4
Tyler T. Grubbs
CRD#: 5671529
13861 Quail Pointe Drive Suite B, Oklahoma City, OK 73134
90
Wealthminder
score

Tyler Grubbs (CRD# 5671529) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Oklahoma City, OK and has over 4 years of experience in the finance industry.

5
Ann M. Dagg
CRD#: 4519312
4525 East 91st Street, Tulsa, OK 74137
83
Wealthminder
score

Ann Dagg (CRD# 4519312) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 15 years of experience in the finance industry.

6
Todd E. Taylor
CRD#: 1449302
4525 East 91st Street, Tulsa, OK 74137
61
Wealthminder
score

Todd Taylor (CRD# 1449302) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 32 years of experience in the finance industry. Todd Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.